Reece Plane

Mortgage Expert @Haysto

Norwich, GB

Leverage customised CRM software to track, manage, and optimise client data, ensuring an efficient and personalised approach to each interaction.Make outbound calls to warm leads, effectively identifying potential clients and prequalifying them for specialist mortgage products.Manage a robust sales pipeline, nurturing relationships and guiding clients through the mortgage process from initial enquiry to final approval.Assess clients’ needs and financial situations, providing expert advice and recommending the most suitable mortgage options.Consistently achieve sales targets by driving conversions, maximising opportunities, and maintaining a high level of client satisfaction.Stay up to date with the latest mortgage products and market trends, offering knowledgeable guidance to clients and ensuring compliance with industry regulations.